Cloning Estimates

Before you begin

The following information explains how to clone an estimate.

  • It assumes you have an understanding of estimates, and how to create one.
  • If you want to validate the estimate with Medicare, by performing an Online Eligibility Check, you will need to re-enter the Admissions / Discharge and Service dates.
    Note:
    • if you simply want to resubmit an estimate, you can do so without cloning it.

Procedure

  1. From within a patient's record, select the Estimates menu item.
  2. Locate and select the estimate you want to clone.
  3. Click

    . The New Estimate of Fees window appears, containing the same information as the selected estimate.
    • Enter new Admissions / Discharge and Service dates.


  4. Click OK. to confirm and close this window. You will be returned to the patient's list of estimates.

Results